Today's Wall Street Darling: Tech

This transcript has been automatically generated and may not be 100% accurate.

I ... ay ay ay mm mm ... welcome to MoneyBeat I'm Paul vignette today's big news ... about the IPO of the young upstart the company ... was diverted that Twitter ... but among use of Twitter's IPO to tech stalwarts ... are also seeing Stock palms today ... Dan Gallagher joins us now from our bureau in San Francisco to talk about this one ... so then we ... will need twenty five are more valuable than we might've thought ... Wall once I get out but looks like they're actually doing a good job of trying to stop trying to cap expectations of an inch and a not have the IPO size get ... on as large as might get made the mistake that Facebook made last year ... commentary as talk bout this'll more later in the program but ... aam the fact that the valuation looks good but they're not trying to make it eight so excessively BA ... on Tuesday seeking is very positive side it ... looked a lot of buzz the is this all over there in San Francisco only when we talk about here in New York ... Portland State and Stephen Sysco ... when there's a lot of interest in Twitter you know this is this is a company that ... aam you know that its usage is all over the globe and in very odd very pertinent in it's become very Purdon global events ... aam but they've only recently began to turn themselves on as a business as advertising store so they're still very young in their ... bond in their business change ... ALM so I think there's a lot of interest see what kind of company they become how big a become a discovery can be the size of Facebook or even Google with their ... eye with them the revenue potential war is to be more of an edge ... so lot of questions unanswered but those are the kind of question people are asking that the a ... and with some earnings after the bill yesterday ... Amazon reported a loss ... for ... the third of the last four quarters the last ... but the sales are up and that stock is up ... what is it with this story Dan Gallagher ... well I am as I was that was a top line surprise I think when you come right down to it to risk sentiment going into the report ... that ... the revenue growth might not be as good as people were looking for ... I you know we have the federal government shutdown there's been some concern CBD given that sickly green reporter outlook last week ... ALM so I think there is a little bit of a downbeat sentiment going into Amazon and when they provided pretty strong topline surprise ... um I think that's what's that's was kind of got behind the shares ... of the sun all the reactions I've seen in the people I thought it right then then Micra soft on up had actually felt a new growth drivers of the turning that business around ... um I think Mike soft bed with the commonality with Amazon as I think this was another top line surprise that comes from ... us in pre downbeat sentiment going into it ... I'm you know we all know how that PC sales been going so you know we get the monthly report on that and they dare not great ... nominal Micra soft comes out actually shows ... revenue growth that was better than people were looking for Ami provided a nice surprise from the talk about the Windows business arena stabilize stabilizes necessarily growth but because the attitude in and sentiment around Micra soft has been ... an up or lately I think the results of better results have helped improve the attitude that ... a big picture that we control yet of the tech sector what's going on there ... it's been it's been a mix of wearing the green season so far you know we've seen a lot of companies with a lot of top line challenges ... so will we so that the stocks have done well in this in the serene season last couple weeks ... have been the ones that have actually shown that they can continue to grow revenue ... on a kind of a tougher market we saw that with Google last week ... I were seen that with Amazon Micra soft today possibly might see that with Apple on Monday we don't know wat see with that report shows ... ah but the tech companies are showing I think that it's still a decent top line are getting rewarded by shareholders ... and the ones are showing the challenges to that such as IBM ... aam they're the ones that are getting in on better I'm feeling the heat ... now I can tell you that stuff think you're a much ...